topic Re: Best integrations to customize quotes in Sales Integrations

Best integrations to customize quotes

Ignazio — Mon, 08 Nov 2021 11:46:53 GMT

Hi everyone! I’m searching for a solution to customize quotes wich is fully integrated with HubSpot data and pipelines. I basically need to (1) customize quotes templates and (2) automatically use certain templates to generating the quotes depending on the customer tier or cluster. Till now I’ve found pandadoc.com and qwilr.com as potential solutions: do you have any new suggestions?

p.s. I’m writing this because, if I’m not wrong, the quote customization tool is still in beta in HubSpot and the beta is not open now

Re: Best integrations to customize quotes

natsumimori — Tue, 09 Nov 2021 06:05:24 GMT

Thank you for your post @Ignazio !

I wanted to tag in @HubDoPete and @himanshurauthan who have shared great knowledge around quotes in the Community. Would you mind sharing your tips?

Re: Best integrations to customize quotes

HubDoPete — Tue, 09 Nov 2021 21:15:53 GMT

Hi @Ignazio

I think you already have your best answer. Today PandaDoc ore Qwilr are more capable specialised platforms that will let you do more than native HubSpot can accommodate today.

You mentioned customising the template and also selecting certain templates based on criteria, so today I think Pandadoc is best suited for this, paired with Zapier.

Use Zapier to choose the correct template; create the document you need; customise it by populating the variables from HubSpot properties; then send it for you with a custom message.

Other zaps can update HubSpot deal, company etc. when the document is signed or expires.

Re: Best integrations to customize quotes

natsumimori — Wed, 10 Nov 2021 02:07:13 GMT

Thank you for your tips Pete!

Re: Best integrations to customize quotes

HubDoPete — Wed, 10 Nov 2021 02:47:19 GMT

Always welcome @natsumimori - I hope it helps others to choose the right integration for the job to be done 🙂

Re: Best integrations to customize quotes

Ignazio — Wed, 10 Nov 2021 08:16:43 GMT

Hi @HubDoPete and thank you so much for your advises!

Just one more question: do you think is possible to change via API the line item’s discount in a deal? If I’ll be able to do this through the workflow code action, i could be able to do everything without Zapier.

Re: Best integrations to customize quotes

himanshurauthan — Wed, 10 Nov 2021 10:06:11 GMT

Hi @natsumimori , thank you for tagging me in, and Apologies for the late response.

So @Ignazio So the quote customization tool is in beta, but you can request it to be enabled in your portal and start using it, we are using it with customized templates. But as the quote create API is not done yet, you can't automatically select the template, instead you have to select the template manually in the first step and then create it. About line item discount, I suppose yes you can do this using custom workflow action or via executing the code in the workflow. Please feel free to reach out to us, if you need any help in Quote template design in HubSpot. Hope this helps!

Best Regards,

Re: Best integrations to customize quotes

natsumimori — Thu, 11 Nov 2021 07:42:28 GMT

Thank you @himanshurauthan for sharing your advice!

Re: Best integrations to customize quotes

natsumimori — Thu, 18 Nov 2021 05:07:34 GMT

Hi @Ignazio ,

Would "Update a batch of deals" endpoint be an option for that?

Re: Best integrations to customize quotes

Ignazio — Fri, 19 Nov 2021 08:14:13 GMT

Hi @natsumimori and thank you for your help!

It could be a solution but, if I’m not wrong, is not possible to deal with discounts. Do you know something different?

Re: Best integrations to customize quotes

natsumimori — Wed, 24 Nov 2021 09:23:17 GMT

Hmm yeah it seems like that:(

@dennisedson > Is there a way to edit discount in a deal via API? I wasn't able to find resources on this.

Re: Best integrations to customize quotes

natsumimori — Fri, 26 Nov 2021 04:48:12 GMT

@Ignazio

I discussed this with the internal team member and was advised to use the Line item API: Update a line item

This API can manage discount:)

Re: Best integrations to customize quotes

dennisedson — Mon, 29 Nov 2021 16:02:09 GMT

@natsumimori , @Ignazio

Apologies for delayed response.

Natsumi is correct that you would patch the line item(s) with the discount. You can do this in a batch or individually.

If you are doing it individually, your json body would look like this:

{ "properties": { "discount": "100" } }

That would generate a discount of $100

Hope this helps!

Re: Best integrations to customize quotes

james-portant — Wed, 13 Sep 2023 01:39:00 GMT

Hi @Ignazio

I know this thread is a bit old but I wanted to say hello in case I could help.

We have released an App on the HubSpot Marketplace that does exactly this. It takes information from Deals and associated objects (like line items) and places them into a Google Doc or Slides file, then saves the link to the file back into HubSpot (inc PDF). You can check it out here:
https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181

You can have multiple different workflows that generate different types of quote documents and they can be created automatically from deal stage or manually from the Deal Card.

It also works with loads of other HubSpot data and has eSignatures built in.

Please let me know if you have any questions.

Cheers,

James